by Scott Voigt | Oct 4, 2022 | Investments, Uncategorized
The US stock market is the biggest in the world, but investors who ignore other globalmarkets may miss out on a wealth of opportunity. Roughly 18,500 companies trade outside the US; this represents nearly 40% ofthe world’s $88 trillion equity market.When determining...
by Thad Gilliam | Sep 19, 2022 | 20s, 30s, 40s, 50s, 60s, 70s, Budget, Debt, Financial Planning, Uncategorized
If you’re looking for a prediction on when interest rates will rise or fall, alas, I cannot give you that info as I left my crystal ball at home this morning. But, I want to point out how much the recent rise in interest rates affect the monthly payments...
by Thad Gilliam | Jul 20, 2022 | Uncategorized
As many of you know, TD Ameritrade was purchased by Charles Schwab in Q3 2020. We think that Charles Schwab is a great company and we look forward to migrating to their platform in the coming months. The two companies have been working behind the scenes to integrate...
by Thad Gilliam | May 16, 2022 | Financial Planning, Investments, Risk Management, Uncategorized
I’m a firm believer that investments should have expected future cash flow. True investors should “expect” to be compensated for delaying gratification and taking risk (ie uncertainty). If an “investment” doesn’t have future...
by Thad Gilliam | Apr 27, 2022 | Investments, Retirement, Risk Management, Uncategorized
This past quarter has been a tough time to be in an investor. In the first quarter of 2022, all major asset classes had negative returns. See here for a recap of Q1 2022 returns. However, during the last 13 years (2009-2021), US stock returns have been pretty good...
by Thad Gilliam | Feb 4, 2022 | Investments, Uncategorized
Facebook’s stock declined by more than 20% in trading on Thursday this week. A stock’s price can seem random at times, but (hopefully) it aligns with the underlying financials over time. Unfortunately, a lot of investors don’t actually understand...
